Back to search
- Paraplanner (career paraplanner or route to adviser)
- £35k - £55k basic salary plus bonus
- Offices in Epsom (Surrey)
- Working with HNW & UHNW clients
My client is an independent wealth planning practice in Epsom (Surrey) who have been operating for 20+ years. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in London, Kent, Surrey, Sussex & Hampshire. They manage the financial affairs of 120 City professionals, families, retirees, and business owners with £300k - £3.5m of assets invested.
The Managing Director is seeking to recruit a brand new Paraplanner who is ideally diploma qualified but close to completion is fine. Your experience and technical knowledge will be reflected in a salary and package. Typical duties will include end to end report writing, technical research, aiding advisers in compiling advice, cashflow modelling, fact finds and all prep and follow up work from annual reviews and client meetings. A broad range of experience and knowledge across a variety of financial products will be crucial (Pensions, Investments, tax planning, Retirement Planning, Protections etc.) Knowledge of Intelligent Office would be highly advantageous. They use a variety of platforms including Transact, Nucleus and AJ Bell.
The role will be office based to begin with but then you can WFH 1 day per week. If you are sitting any exams towards Chartered status then the Directors will support you with your studies. If you aspire to be an adviser then there is a route to this in the longer term. The MD is looking to offer anywhere between £35k £55k basic salary depending on your experience levels with an attractive benefits package. You will have a dedicated Operations Manager supporting you so you can focus purely on technical work rather than day to day operation running of the practice. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.
If this role sounds of interest or any other roles I am working on please get in touch.
